LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2626
Allred Capital Management
Texas
$814K -$8.49K -11 -1%
NG
2627
Northstar Group
New York
$813K -$9.26K -12 -1%
CCM
2628
Crew Capital Management
Ohio
$812K +$540K +699 +198%
BWP
2629
Barlow Wealth Partners
Kentucky
$811K -$706K -945 -47%
AFS
2630
Aft Forsyth & Sober
Florida
$811K +$811K +1,050 New
HWMC
2631
Heritage Wealth Management (California)
California
$810K +$57.1K +74 +8%
AWA
2632
AGH Wealth Advisors
Kansas
$809K +$809K +1,048 New
LAM
2633
Lewis Asset Management
California
$808K -$104K -135 -11%
CA
2634
CSM Advisors
Pennsylvania
$807K +$189K +245 +31%
PE
2635
Point72 Europe
United Kingdom
$806K +$806K +1,045 New
CG
2636
CFO4Life Group
Texas
$803K +$26.3K +34 +3%
RIG
2637
Renaissance Investment Group
Massachusetts
$803K – – –
COCM
2638
Charter Oak Capital Management
New Hampshire
$802K -$17K -22 -2%
RWS
2639
Resolute Wealth Strategies
Mississippi
$802K -$19.3K -25 -2%
FCA
2640
FLC Capital Advisors
California
$798K -$73.3K -95 -8%
1WM
2641
1858 Wealth Management
Ohio
$797K +$598K +775 +300%
PIAS
2642
PCA Investment Advisory Services
Ohio
$796K – – –
BP
2643
BWM Planning
Texas
$794K – – –
OBWG
2644
Onyx Bridge Wealth Group
New York
$792K +$98K +127 +14%
LFG
2645
Leverty Financial Group
Wisconsin
$792K – – –
HFA
2646
Highland Financial Advisors
New Jersey
$792K +$792K +1,026 New
AM
2647
Atwater Malick
Pennsylvania
$791K +$103K +133 +15%
LIWM
2648
Long Island Wealth Management
New York
$791K – – –
HCM
2649
Harvey Capital Management
Florida
$791K – – –
ZIG
2650
Zuckerman Investment Group
Illinois
$791K -$8.91K -11 -1%
104 105
106
107 108